Community bank treasury management training

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income | Community Bank

Topic: Treasury Management
Audience: Community Banks
Format: 2-Hour Webinar or Full Day Workshop

During this basic community bank treasury management training course called Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses.

The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team.

You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct a TM Needs Assessment on your business account holders, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.

Webinar Overview:

  • Part I – Foundational Knowledge
  • Part II – Marketing & Sales Process
  • Part III – Product Implementation
  • Part IV – The Future of Treasury Management

Topics Covered:

  • Maximizing the account analysis statement as a tool to cross-sell and identify new fee income opportunities
  • Quick overview of all treasury management services and identifying enhancements focusing on each service’s benefits to businesses—the value
  • Identifying new services available that your business customers are asking for that you may be missing
  • How to determine which services you need to offer to your business customers based on industry
  • How treasury management integrates with technology, operations, marketing and sales teams
  • Ideas on how to market and brand your treasury management services
  • The ideal organizational design for treasury management and how to incentivize the sales teams
  • Process to implement treasury management services
  • How to choose the right digital payment strategy for your business clients or members
  • Identifying new authentication methods to enhance your services’ security

Who Should Attend

Business bankers who want to learn about treasury management services and their benefits to business clients, treasury management sales officers/specialists, deposit operations personnel, IT, and marketing staff. This community bank treasury management training course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for treasury management and looking for additional non-interest fee income as well as new core deposits.

Why You Should Attend

To obtain a better understanding of the value of treasury management services and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how treasury management interacts with the business banking, IT, and deposit operations teams. You will also learn about the future services your institution should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

  1. Gain a deeper understanding of treasury management
  2. Gain knowledge of treasury management services and how they help your business clients
  3. Learn how treasury management is integrated with the bank’s technology, operations, marketing, and sales teams and how they can work together better
  4. Learn about risks that treasury management services pose to the institution
  5. Identify new bank fee opportunities, how to market and brand your treasury management services, and ideas on how to sell more services by meeting your clients’ needs
  6. Learn about a sales process and how to customize it for your institution
  7. Learn about the future of treasury management and how your institution can prepare

Topic Background

The cash management services have been around for over forty years. In recent years, the name was changed to treasury management. However, both terms are used interchangeably in the community banking industry. Cash management services include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based services come increased risk for both the financial institutions and the business clients who use the services. Therefore, it is crucial for both institutions and business clients to get educated on which cash management services are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

Upcoming Schedule

May 21, 2024 @ 9:00 am – 3:30 pm (CT)

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

June 6, 2024 @ 1:30 pm – 3:00 pm (CT)

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

View all of Marcia Malzahn’s upcoming training and speaking schedule


I loved your workshop! You were so passionate about Treasury Management, you truly made the entire day extremely interesting! I was in awe.” 
Kathryn Noll
Senior Treasury Management Associate

“Firstly, that was probably one of the best webinars I’ve attended, and I was happy to know I am starting on quite a few projects you recommended.” 

Samantha Finney
VP Treasury Management Sales Specialist
FirstBank Southwest

“This was my 8th IBA class, and the best one to date. It was very informative and I was actually given tools to implement at First Federal. Thank you again and I’ll be sure to look for your next class!” 
Andrew Martin
First Federal Bank

“The training was very helpful. I’m confident the time spent in training was well worth it and will help Wayne Bank with a well thought out implementation plan.” 
Robert Weaver
Wayne Bank

“The (Treasury) Management Workshop was beneficial. Thank you for sharing your knowledge.” 
Tana Lobb

“The training was great! So many wonderful insights and very relevant to what I’m working on today.” 
Andy Burakiewicz

“I really enjoyed the workshop a few weeks ago!” 
Samantha Vanosky
AVP, Treasury Management Officer
Peoples Bank

“Thank you Marcia for sharing your knowledge and experiences with us. I so enjoyed this workshop and will use so many of the tools you and the others shared.” 
Kim Harless
Financial Services Specialist

“Enjoyed the presentation and this information will be valuable to our organization.” 
Jill Hasiak
Digital Marketing Manager
Peoples Bank

“I really enjoyed this workshop. I found it very beneficial and made some good contacts.” 
Peggy Jasper
AVP, Treasury Management Specialist

“Thank you Marcia! I really enjoyed your presentation and learned a lot!” 
Ashley Ulberg
AVP, Retail Banking
Highpoint Community Bank

“The Treasury Management/Cash Management Workshop was very informative, and has given me a deeper understanding of pain points and solutions of the community banking industry.” 
Shenika Telfair
Treasury Management & Electronic Banking Specialist
Northstar Bank

“It was a great forum. I thoroughly enjoyed it. I have already started sharing this information.” 
Christine Goodman Held

“Great seminar on Monday in Lansing, MI! Thank you for sharing your input and knowledge.” 
Jenna Walczak
Treasury Management Sales Officer

“Thank you very much for a great presentation. I really enjoyed the format and the opportunity to dialogue with other banks in the area.” 
Debbie Clow
Treasury Management Sales Officer
Flagstar Bank

“Thank you, Marcia. You did a fabulous job! I walked out feeling like I just learned a lot about the subject and that I had many new friends. I would highly recommend Marcia Malzahn of Malzahn Strategic as a motivational speaker for a conference or for an educational event training.” 
Jill Verscheure
Michigan Bankers Association

“…very informative and helpful.” 
Lisa Hayden
Cash Management Sales Specialist
Peoples Trust Company

“…found your presentation very informative and eye opening to the complexities and evolvement of Cash Management” 
Lisa Morrissey
Treasury Management Sales Officer
Rockland Trust

“Thank you for the excellent training.” 
Elisa Rollo
VP Deposit Operations
The Stephenson National Bank and Trust

“Great intro to CM presentation yesterday! Your explanation of block chain technology was one of the best I’ve heard.” 
Greg Asbelle
Director of Cash Management Services
North State Bank

“I loved your webinar on Cash Management and found it very helpful and informative.” 
Cheryl Dillon
Treasury Services Officer
The Bank of Fincastle

“Great webinar on cash management. I learned quite a bit. Thank you.” 
Mark Nance

“I wanted to let you know that the webinar from the 17th was very informative. You really shared some great information.” 
Jamie Wheeler
Treasury Management
AVB Bank

“I just got out of your cash management webinar and loved it!” 
Kayla Ortega
Retail Operations Specialist
Opportunity Bank of Montana
“I thoroughly enjoyed it and found the information you shared very helpful.” 
Abby Snyder
VP – Risk Management
Mechanics Bank

“Great webinar.” 
Anthony Pili
Director of Cash Management
Orange Bank & Trust Co.
“Your knowledge and passion was great, especially liked the focus on new cash management technology tools. Thanks!” 
Dena Hughes
Fidelity Deposit and Discount Bank
“I was just able to watch your webinar and really enjoyed every minute.” 
Maryann Baner
Treasury Management Sales Manager
Florida Capital Bank
“I really enjoyed your webinar and look forward to sharing this information with our business bankers. Thank you for sharing your knowledge today.” 
Megan Colton
VP Cash and Treasury Management
Heritage Southease Bankcorporation
“Thank you for a great webinar today.” 
Adrienne Watson
Treasury Management Sales Manager
Florida Capital Bank
“Thanks for the great webinar today on cash management services.” 
Kasey Culbert
Marketing Officer
Citizens Bank & Trust
“Thank you for the great presentation!” 
Rich Stearns
Electronic Bnaking Manager
First Bank of Wyoming
“I enjoyed your informative presentation!” 
Arlene Flowers
Treasury Management Services
CalPrivate Bank
“Thanks for doing the webinar – it was very informational!” 
Kelsey Schrader
Customer Service Representative
Midwest Bank
“Thank you for your very informative Treasury Management Webinar presentation yesterday.” 
Sandee Kennedy
VP Community Development & Public Relations Officer
Merchants Bank
“I participated in your live webinar today and found the information presented to be very useful and informative. Thank you.” 
Jim Haslag
Senior Vice President/Deposit Operations Manager
Providence Bank

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